We can greatly assist your company to set up a fund for the purpose of providing retirement, separation and other benefits to its employees. More particularly, we can provide material inputs in the design of your Company’s Plan consistent with RA 7641 (Compulsory Retirement Act) and in securing certain tax benefits from the BIR. As Trustee of your Company’s Plan, we can grow and add superior values to the Fund through astute investment strategy. 

We offer two types of plans:

• Defined Contribution or Provident Plan
• Either the employer or both the employer and employees contribute to the plan
• Employee contributes a fixed percentage of his monthly salary to the retirement fund with the employer matching the employee’s contributions
• Defined Benefit or Retirement Plan
• Only the employer contributes to the plan
• Retirement benefit/income is fixed as a percentage of an employee’s monthly salary